精选理由
投资者让英伟达缩手，OpenAI 的担保被砍半；但 Anthropic 一个季度收入翻倍不止，泡沫不泡沫真不好说。
Nvidia 将 OpenAI 俄亥俄数据中心计划中的担保金额从 2500 亿美元下调至接近 1200 亿美元，原因是投资者施压。同期 Anthropic 单季营收从 47 亿美元增至 115 亿美元。这些数据为 AI 泡沫论提供了反证。
原文 · Decoder
Investor pressure forces Nvidia to shrink its OpenAI bet just as Anthropic's numbers defy bubble warnings
Nvidia has cut its guarantee for OpenAI's planned data center in Ohio nearly in half, from $250 billion to just under $120 billion, after investors pushed back on the risk. Meanwhile, Anthropic is complicating the AI bubble debate with revenue that jumped from $4.7 billion to $11.5 billion in a single quarter. The article Investor pressure forces Nvidia to shrink its OpenAI bet just as Anthropic's numbers defy bubble warnings appeared first on The Decoder .